Offers variable annuity products to affluent and high net worth individuals. Now — the numbers.
The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.
Average growth of 11% a year over the last 4 years. Red columns mark years that ended in a loss.
At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Profit indicators sit around the sector average.
For a bank, strength is measured by capital buffers and reserves — not cash minus debt.
The price isn’t cheap next to earnings — that’s why this grade sits in the middle.
Clearly below the class average.
The stock has been running stronger than the market lately.
Growth: Sales growth trails the sector average.
Financial Strength: The capital buffer looks thin next to its class; less room to absorb a rough stretch.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
It pays out $1.14 per share each year — regular cash for whoever holds the stock.
A loss of $1.4B against $11.7B in annual sales. And on top of that, sales fell from the year before.
The growth engine is running at low revs right now. Report-card grade: 18/100.
The balance sheet offers little cushion against a rough stretch. Report-card grade: 19/100.
On our five-subject report card, EQH sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.
The takeaway: EQH has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.
Analysts’ average target sits above today’s price, yet the valuation grade (57/100) says the stock isn’t cheap.
Not covered, because the filings we hold do not carry it: the revenue breakdown.